Trust Administration Attorney

Founder and CEO, Edgar M. Rodriguez, is a California Native who created Career Consulting Partners to revolutionize the M ortgage / Finance and L egal staffing industry. He recognized that many businesses and individuals struggle to find the right recruiting firm to partner with.

At Career Consulting Partners, we want to change that. We have gained a thorough understanding of various industries, including their trends, challenges, and opportunities, by concentrating on specific sectors. Therefore, if you are searching for a partner who specializes in and comprehends your business or the demands for your next career move, you need look no further than our firm.

Trust Administration Attorney

Career Consulting Partners is working with a corporate firm that is looking to expand its Trust and Estate Administration Department. We are seeking a talented and driven Trust Administration Attorney with 3+ years of experience to join our growing Estate Planning team in Pasadena .

This opportunity is ideal for an attorney who excels in a collaborative setting and is ready to take true ownership of sophisticated trust administration matters. Because this department is in an exciting early-growth phase, we are looking for someone who is energized by the chance to help build and shape it—not someone seeking to simply maintain the status quo.

We have the resources, infrastructure, and leadership support in place; now we want a key contributor who is eager to help propel it forward. We also offer a flexible hybrid work schedule , allowing a balance between time in the office and working from home.

Duties :

• Manage and handle all aspects of Trust Administration matters independently, receiving work directly from a Partner.
• Draft, review, and finalize all necessary documents related to trust administration, including trust instruments, legal correspondence, and court filings.
• Advise clients on a comprehensive range of estate planning and administration issues, including probate, will and trust preparation, executor and trustee responsibilities, and tax-efficient wealth transfer strategies.
• Work with clients concerning issues related to Estate Planning for cryptocurrency and NFT holders, charitable giving, and investment vehicles / long-term investment strategies.
• Maintain a high level of professionalism and client service while consistently meeting an annual billable hour requirement of 1,600 hours.
• Evaluate estate plans in light of life-changing events such as births, deaths, marriages, divorces, and incapacities.

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Please note that we at Career Consulting Partners will be sure to keep your information private. We will not submit you or your information to any firm without your consent. Once we have received your resume / application, we will reach out to you and review the firm(s) before we move forward.